This job listing has expired
Senior IFA Administrator
- Sales Support
- London
Posted 1 year ago - Applications have closed
Related Jobs
-
Practice Manager (Wealth Planning)
Job Type: Sales Support
Location: Lincoln
Senior IFA Administrator
- Sales Support
- London
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
-
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Paraplanner (Part or fully qualified considered)
Based, Earley
Salary between £35,000 and £45,000 DOE + bonus
Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work.
Are you looking for a role that will continue to encourage your development, be that through to adviser or support with Chartered exams?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company based on the
outskirts of Earley in a gorgeous, converted barn with ample free parking.
They are now looking for a Paraplanner to join their team of 15. There are currently 5
Advisors and 6 Paraplanners – plus full administration support from the admin team of 4.
Who this role would suit….
- A Diploma qualified Paraplanner – or working towards
- Ideally someone with at least a couple of years paraplanning experience who can demonstrate ability to work closely with advisers and is comfortable with research and a variety of suitability letter writing.
- Someone who enjoys being part of a close team dynamic and working with a variety of Advisers.
Additional information/Benefits:
The Hours are 9am-5pm
Salary between £35,000 and £45,000 DOE + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique, Chartered firm, then please apply.
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £45,000
Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is an independent wealth planning company based in Teddington.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their close knit team of 4 and to work 1-1 with one of the Directors.
Key responsibilities of the role:-
- Processing of new business
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Varied role, including writing templated suitability reports
Additional information
The Hours are 9am-5.30pm
Salary up to £45,000
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hungerford
Senior IFA Administrator
- Sales Support
- London
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: Brixworth
Paraplanner – SJP experience – Part or Fully qualified
Location: Brixworth
Salary: £32,000 – £35,000
Hours: 9am-5:30pm
Are you currently working for an SJP practice, as a Part or fully qualified paraplanner?
Or perhaps as a Senior Administrator, working towards the diploma, with exposure to aspects of paraplanning such as suitability letter writing, cash flow and research?
Do you want to join somewhere with genuine options for career growth through to advice if desired?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in Brixworth is a well-established boutique practice with 8 employees, and plans to continue to expand steadily.
- They are looking for an individual to join them as the mai Paraplanner, supporting two Advisers.
- You will be working closely with 1 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
- The company is looking for their next hire, due to moving their current paraplanner through to an adviser role, and so backfilling. They are very happy to follow the same process with the new hire, and steadily move this individual through to advice as well if desired.
Things to note:
Ideally fully office based although some hybrid options can be discussed. 21 days holiday, rising to 25 with each year in the business. Full support with the diploma and onto Chartered exams provided.
If you are ready for a change to an expanding SJP practice then please apply
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: West Sussex
Technical IFA Administrator / Trainee Paraplanner
Based Horsham
Hours 9am-5pm
Salary up to £35,000 + Bonus
Are you a technical IFA Administrator who wants to progress your technical skills?
· Do you feel frustrated in your current role as you are not having the mentoring/training
to reach your next step in your career?
· Or have you been promised exams or study support, and this hasn’t materialised? Or is
your salary now not reflecting your technical admin experience?
· Would you like to work for a company who are committed to career development and
are looking to progress through the business – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration
role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The
level of client care within the firm is on a completely different level and therefore it’s an
incredibly collaborative environment to work out the best plan for each client. You will also be
writing suitability reports.
There are 13 staff within the company based a purpose built refurbished office and they offer a
structured career development and exam plan based around your goals – whether that be
working towards an Advisory position or continuing to Chartered.
They have expanded rapidly in the last few years, however have been very conscious to keep
the ‘family feel’ of their practice. After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route
to through the business then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: West Midlands
IFA Administrator / Trainee Paraplanner
Based outskirts – Wolverhampton
Salary £24,000 -£30,000 depending upon experience
Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?
-
Do you feel frustrated in your current role as you are not getting the mentoring/training to
-
reach your next step in your career?
-
Are you stuck where you are and there isn’t the progression into paraplanning ?
-
Or have you been promised exams or study support and this hasn’t materialised?
-
Or is your salary now not reflecting your technical admin experience?
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working as an IFA Administrator that is ready to gain more technical experience supporting the Paraplanner’s and Adviser’s.
-
The Practice provide a small nurturing environment for the applicant to develop and grow within the role alongside experienced staff
If you are thinking you need a fresh start gaining more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Senior IFA Administrator
- Sales Support
- London
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Practice Operations Manager – Wealth Planning
Job Type: Sales Support
Location: London
Practice Operations Manager – Wealth Planning
Based London – Bank
Salary £50,000 – £65,000 depending upon experience + Bonus
Our client is a boutique financial planning company, who are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are a growing financial planning firm with high productivity, searching for a star performer to run the day-to-day IFA business, manage our admin and paraplanning team, and report-to and work alongside the Managing Director, and with the other Financial Advisers.
We pride ourselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
With our clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London our office is based in a busy and buzzy WeWork on Bank.
The Role
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations,
business strategy, team management and workflow management management)
They are looking for an individual who has a good understanding of financial advice and the wealth management process through their own experience within different areas of wealth planning. Desirable experience would include time themselves in administration, compliance, paraplanning roles.
The individual will be the person in the business tasked with looking across all areas, considering how they fit together and discussing proposed changes with the MD. They would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service.
You should be comfortable and confident working at a senior level, with good communication skills. You should be able to work alone, and as part of a wide team. It’s important that you can work on your own initiative and be proactive in your day-to-day role, as well as being someone who enjoys getting involved with the work as much as manging it.
Your Strengths
- Min 4 years working within an IFA practice.
- University degree.
- Impeccable written and spoken English.
- Strong communication skills, client-facing and inter-company.
- High level of numeracy.
- Technologically competent, using new software and back-office systems.
- Advanced Microsoft Office skills (including analysis and presentations) – Excel, Word, Powerpoint, Co-Pilot
- Experienced in mail-merge/bulk-emailings and Docusign and preferably, bulk client acquisitions and on-boarding.
- Comfortable in a highly productive, dynamic working environment.
- Ability to adapt and thrive under pressure while remaining focused and calm.
- Happy to muck-in as much as manage your team.
- Maintain good relationships with providers.
Your Experience
- Ideally 4 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- Experience of managing others would also be preferable but not essential.
Responsibilities:
Operations and Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing Clients.
- Review & Optimise all Company Processes.
- Compliance – liaise between our Network and the Company to ensure policies and procedures remain compliant.
- Assist MD in annual audit of Company methodology documentation.
- Review Firm Revenue to ensure Company on track to meet annual targets.
- Assisting MD with monthly Adviser Performance Reviews.
- Manage Administration and Paraplanning Team.
- Improving the current broader client communication and engagement processes.
- Manage Client Servicing & Communication.
- People management – ability to draw together, manage and work alongside differing personalities and departments to get the best out of everyone.
HR
- Responsibility for Staff Reviews, Disciplinaries, Training and CPD.
- Managing Staff Leave and Sickness.
- Main liaison between HR support agency and the Company.
- Review and upkeep of Company HR policies and procedures.
Package:
- Full Time role
- £50,000 – £65,000 basic salary, depending on qualifications and experience
- Discretionary Bonus scheme
- 4x basic salary death in service
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
-
Technical Administrator/ Junior Paraplanner
Job Type: Sales Support
Location: Guildford
Technical Administrator/ Junior Paraplanner
Based outskirts of Guildford – Hybrid working up to 4 days from home and flexible working hours
Salary: depending upon experience and qualifications
Diploma qualified or working towards would be desirable
- Are you currently an IFA Administrator, looking for that step into paraplanning?
- Or perhaps you are a Paraplanner currently, who is looking for a more technical role to help continue development?
- Do you want to work in an environment that appreciates a life/work balance?
If so, this opportunity could be the perfect match for you.
About the company and what they can offer
- They are a fully independent IFA based in a stunning barn conversion on the outskirts of Guildford. They work in a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
- There is full flexibility on working a hybrid model – they just ask that employees come in on a Wednesday as this is the Paraplanner and Admin day together. They also have a company meeting on a Monday once a month too.
- For anyone keen to be in the office, although the option for 4 days from home is there, many choose to be in more, so the option for more time in the office is available if preferred
- They also offer flexible working with start times between 8am-10am
- Full admin support is also provided, to leave the paraplanners to focus on the technical support aspects
- Exam support and study support and the opportunity to progress into advising if this is of interest are all on offer as well
- 23 x days holiday + Bank Hols and discretionary bonuses
About the role:
Anyone with experience or exposure of paraplanning such as Bond Surrenders, High
risk products EIS/VCT/Structured Products would be highly desirable. Equally the
training and development here is fantastic, and you will be working closely with very
technical paraplanners, so the chance to learn and develop technical aspects is
there. They will also happily train and develop any senior administrator, who has
worked closely with paraplanners and has some exposure and understanding and is
looking for that step into a more technical role.
So, if the time is right to move roles into a family orientated Practice, then please apply and
we can run through the role and company in more detail.
Practice Manager (Wealth Planning)
Job Type: Sales Support
Location: Lincoln
Senior IFA Administrator
- Sales Support
- London
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
-
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Paraplanner (Part or fully qualified considered)
Based, Earley
Salary between £35,000 and £45,000 DOE + bonus
Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work.
Are you looking for a role that will continue to encourage your development, be that through to adviser or support with Chartered exams?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company based on the
outskirts of Earley in a gorgeous, converted barn with ample free parking.
They are now looking for a Paraplanner to join their team of 15. There are currently 5
Advisors and 6 Paraplanners – plus full administration support from the admin team of 4.
Who this role would suit….
- A Diploma qualified Paraplanner – or working towards
- Ideally someone with at least a couple of years paraplanning experience who can demonstrate ability to work closely with advisers and is comfortable with research and a variety of suitability letter writing.
- Someone who enjoys being part of a close team dynamic and working with a variety of Advisers.
Additional information/Benefits:
The Hours are 9am-5pm
Salary between £35,000 and £45,000 DOE + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique, Chartered firm, then please apply.
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £45,000
Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is an independent wealth planning company based in Teddington.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their close knit team of 4 and to work 1-1 with one of the Directors.
Key responsibilities of the role:-
- Processing of new business
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Varied role, including writing templated suitability reports
Additional information
The Hours are 9am-5.30pm
Salary up to £45,000
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Paraplanner (Part or fully qualified considered)
Based, Earley
Salary between £35,000 and £45,000 DOE + bonus
Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work.
Are you looking for a role that will continue to encourage your development, be that through to adviser or support with Chartered exams?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company based on the
outskirts of Earley in a gorgeous, converted barn with ample free parking.
They are now looking for a Paraplanner to join their team of 15. There are currently 5
Advisors and 6 Paraplanners – plus full administration support from the admin team of 4.
Who this role would suit….
- A Diploma qualified Paraplanner – or working towards
- Ideally someone with at least a couple of years paraplanning experience who can demonstrate ability to work closely with advisers and is comfortable with research and a variety of suitability letter writing.
- Someone who enjoys being part of a close team dynamic and working with a variety of Advisers.
Additional information/Benefits:
The Hours are 9am-5pm
Salary between £35,000 and £45,000 DOE + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique, Chartered firm, then please apply.
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £45,000
Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is an independent wealth planning company based in Teddington.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their close knit team of 4 and to work 1-1 with one of the Directors.
Key responsibilities of the role:-
- Processing of new business
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Varied role, including writing templated suitability reports
Additional information
The Hours are 9am-5.30pm
Salary up to £45,000
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hungerford
Senior IFA Administrator
- Sales Support
- London
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: Brixworth
Paraplanner – SJP experience – Part or Fully qualified
Location: Brixworth
Salary: £32,000 – £35,000
Hours: 9am-5:30pm
Are you currently working for an SJP practice, as a Part or fully qualified paraplanner?
Or perhaps as a Senior Administrator, working towards the diploma, with exposure to aspects of paraplanning such as suitability letter writing, cash flow and research?
Do you want to join somewhere with genuine options for career growth through to advice if desired?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in Brixworth is a well-established boutique practice with 8 employees, and plans to continue to expand steadily.
- They are looking for an individual to join them as the mai Paraplanner, supporting two Advisers.
- You will be working closely with 1 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
- The company is looking for their next hire, due to moving their current paraplanner through to an adviser role, and so backfilling. They are very happy to follow the same process with the new hire, and steadily move this individual through to advice as well if desired.
Things to note:
Ideally fully office based although some hybrid options can be discussed. 21 days holiday, rising to 25 with each year in the business. Full support with the diploma and onto Chartered exams provided.
If you are ready for a change to an expanding SJP practice then please apply
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: West Sussex
Technical IFA Administrator / Trainee Paraplanner
Based Horsham
Hours 9am-5pm
Salary up to £35,000 + Bonus
Are you a technical IFA Administrator who wants to progress your technical skills?
· Do you feel frustrated in your current role as you are not having the mentoring/training
to reach your next step in your career?
· Or have you been promised exams or study support, and this hasn’t materialised? Or is
your salary now not reflecting your technical admin experience?
· Would you like to work for a company who are committed to career development and
are looking to progress through the business – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration
role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The
level of client care within the firm is on a completely different level and therefore it’s an
incredibly collaborative environment to work out the best plan for each client. You will also be
writing suitability reports.
There are 13 staff within the company based a purpose built refurbished office and they offer a
structured career development and exam plan based around your goals – whether that be
working towards an Advisory position or continuing to Chartered.
They have expanded rapidly in the last few years, however have been very conscious to keep
the ‘family feel’ of their practice. After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route
to through the business then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: West Midlands
IFA Administrator / Trainee Paraplanner
Based outskirts – Wolverhampton
Salary £24,000 -£30,000 depending upon experience
Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?
-
Do you feel frustrated in your current role as you are not getting the mentoring/training to
-
reach your next step in your career?
-
Are you stuck where you are and there isn’t the progression into paraplanning ?
-
Or have you been promised exams or study support and this hasn’t materialised?
-
Or is your salary now not reflecting your technical admin experience?
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working as an IFA Administrator that is ready to gain more technical experience supporting the Paraplanner’s and Adviser’s.
-
The Practice provide a small nurturing environment for the applicant to develop and grow within the role alongside experienced staff
If you are thinking you need a fresh start gaining more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: Brixworth
Paraplanner – SJP experience – Part or Fully qualified
Location: Brixworth
Salary: £32,000 – £35,000
Hours: 9am-5:30pm
Are you currently working for an SJP practice, as a Part or fully qualified paraplanner?
Or perhaps as a Senior Administrator, working towards the diploma, with exposure to aspects of paraplanning such as suitability letter writing, cash flow and research?
Do you want to join somewhere with genuine options for career growth through to advice if desired?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in Brixworth is a well-established boutique practice with 8 employees, and plans to continue to expand steadily.
- They are looking for an individual to join them as the mai Paraplanner, supporting two Advisers.
- You will be working closely with 1 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
- The company is looking for their next hire, due to moving their current paraplanner through to an adviser role, and so backfilling. They are very happy to follow the same process with the new hire, and steadily move this individual through to advice as well if desired.
Things to note:
Ideally fully office based although some hybrid options can be discussed. 21 days holiday, rising to 25 with each year in the business. Full support with the diploma and onto Chartered exams provided.
If you are ready for a change to an expanding SJP practice then please apply
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: West Sussex
Technical IFA Administrator / Trainee Paraplanner
Based Horsham
Hours 9am-5pm
Salary up to £35,000 + Bonus
Are you a technical IFA Administrator who wants to progress your technical skills?
· Do you feel frustrated in your current role as you are not having the mentoring/training
to reach your next step in your career?
· Or have you been promised exams or study support, and this hasn’t materialised? Or is
your salary now not reflecting your technical admin experience?
· Would you like to work for a company who are committed to career development and
are looking to progress through the business – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration
role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The
level of client care within the firm is on a completely different level and therefore it’s an
incredibly collaborative environment to work out the best plan for each client. You will also be
writing suitability reports.
There are 13 staff within the company based a purpose built refurbished office and they offer a
structured career development and exam plan based around your goals – whether that be
working towards an Advisory position or continuing to Chartered.
They have expanded rapidly in the last few years, however have been very conscious to keep
the ‘family feel’ of their practice. After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route
to through the business then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: West Midlands
IFA Administrator / Trainee Paraplanner
Based outskirts – Wolverhampton
Salary £24,000 -£30,000 depending upon experience
Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?
-
Do you feel frustrated in your current role as you are not getting the mentoring/training to
-
reach your next step in your career?
-
Are you stuck where you are and there isn’t the progression into paraplanning ?
-
Or have you been promised exams or study support and this hasn’t materialised?
-
Or is your salary now not reflecting your technical admin experience?
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working as an IFA Administrator that is ready to gain more technical experience supporting the Paraplanner’s and Adviser’s.
-
The Practice provide a small nurturing environment for the applicant to develop and grow within the role alongside experienced staff
If you are thinking you need a fresh start gaining more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Senior IFA Administrator
- Sales Support
- London
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Practice Operations Manager – Wealth Planning
Job Type: Sales Support
Location: London
Practice Operations Manager – Wealth Planning
Based London – Bank
Salary £50,000 – £65,000 depending upon experience + Bonus
Our client is a boutique financial planning company, who are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are a growing financial planning firm with high productivity, searching for a star performer to run the day-to-day IFA business, manage our admin and paraplanning team, and report-to and work alongside the Managing Director, and with the other Financial Advisers.
We pride ourselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
With our clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London our office is based in a busy and buzzy WeWork on Bank.
The Role
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations,
business strategy, team management and workflow management management)
They are looking for an individual who has a good understanding of financial advice and the wealth management process through their own experience within different areas of wealth planning. Desirable experience would include time themselves in administration, compliance, paraplanning roles.
The individual will be the person in the business tasked with looking across all areas, considering how they fit together and discussing proposed changes with the MD. They would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service.
You should be comfortable and confident working at a senior level, with good communication skills. You should be able to work alone, and as part of a wide team. It’s important that you can work on your own initiative and be proactive in your day-to-day role, as well as being someone who enjoys getting involved with the work as much as manging it.
Your Strengths
- Min 4 years working within an IFA practice.
- University degree.
- Impeccable written and spoken English.
- Strong communication skills, client-facing and inter-company.
- High level of numeracy.
- Technologically competent, using new software and back-office systems.
- Advanced Microsoft Office skills (including analysis and presentations) – Excel, Word, Powerpoint, Co-Pilot
- Experienced in mail-merge/bulk-emailings and Docusign and preferably, bulk client acquisitions and on-boarding.
- Comfortable in a highly productive, dynamic working environment.
- Ability to adapt and thrive under pressure while remaining focused and calm.
- Happy to muck-in as much as manage your team.
- Maintain good relationships with providers.
Your Experience
- Ideally 4 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- Experience of managing others would also be preferable but not essential.
Responsibilities:
Operations and Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing Clients.
- Review & Optimise all Company Processes.
- Compliance – liaise between our Network and the Company to ensure policies and procedures remain compliant.
- Assist MD in annual audit of Company methodology documentation.
- Review Firm Revenue to ensure Company on track to meet annual targets.
- Assisting MD with monthly Adviser Performance Reviews.
- Manage Administration and Paraplanning Team.
- Improving the current broader client communication and engagement processes.
- Manage Client Servicing & Communication.
- People management – ability to draw together, manage and work alongside differing personalities and departments to get the best out of everyone.
HR
- Responsibility for Staff Reviews, Disciplinaries, Training and CPD.
- Managing Staff Leave and Sickness.
- Main liaison between HR support agency and the Company.
- Review and upkeep of Company HR policies and procedures.
Package:
- Full Time role
- £50,000 – £65,000 basic salary, depending on qualifications and experience
- Discretionary Bonus scheme
- 4x basic salary death in service
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
-
Technical Administrator/ Junior Paraplanner
Job Type: Sales Support
Location: Guildford
Technical Administrator/ Junior Paraplanner
Based outskirts of Guildford – Hybrid working up to 4 days from home and flexible working hours
Salary: depending upon experience and qualifications
Diploma qualified or working towards would be desirable
- Are you currently an IFA Administrator, looking for that step into paraplanning?
- Or perhaps you are a Paraplanner currently, who is looking for a more technical role to help continue development?
- Do you want to work in an environment that appreciates a life/work balance?
If so, this opportunity could be the perfect match for you.
About the company and what they can offer
- They are a fully independent IFA based in a stunning barn conversion on the outskirts of Guildford. They work in a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
- There is full flexibility on working a hybrid model – they just ask that employees come in on a Wednesday as this is the Paraplanner and Admin day together. They also have a company meeting on a Monday once a month too.
- For anyone keen to be in the office, although the option for 4 days from home is there, many choose to be in more, so the option for more time in the office is available if preferred
- They also offer flexible working with start times between 8am-10am
- Full admin support is also provided, to leave the paraplanners to focus on the technical support aspects
- Exam support and study support and the opportunity to progress into advising if this is of interest are all on offer as well
- 23 x days holiday + Bank Hols and discretionary bonuses
About the role:
Anyone with experience or exposure of paraplanning such as Bond Surrenders, High
risk products EIS/VCT/Structured Products would be highly desirable. Equally the
training and development here is fantastic, and you will be working closely with very
technical paraplanners, so the chance to learn and develop technical aspects is
there. They will also happily train and develop any senior administrator, who has
worked closely with paraplanners and has some exposure and understanding and is
looking for that step into a more technical role.
So, if the time is right to move roles into a family orientated Practice, then please apply and
we can run through the role and company in more detail.
Practice Operations Manager – Wealth Planning
Job Type: Sales Support
Location: London
Practice Operations Manager – Wealth Planning
Based London – Bank
Salary £50,000 – £65,000 depending upon experience + Bonus
Our client is a boutique financial planning company, who are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are a growing financial planning firm with high productivity, searching for a star performer to run the day-to-day IFA business, manage our admin and paraplanning team, and report-to and work alongside the Managing Director, and with the other Financial Advisers.
We pride ourselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
With our clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London our office is based in a busy and buzzy WeWork on Bank.
The Role
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations,
business strategy, team management and workflow management management)
They are looking for an individual who has a good understanding of financial advice and the wealth management process through their own experience within different areas of wealth planning. Desirable experience would include time themselves in administration, compliance, paraplanning roles.
The individual will be the person in the business tasked with looking across all areas, considering how they fit together and discussing proposed changes with the MD. They would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service.
You should be comfortable and confident working at a senior level, with good communication skills. You should be able to work alone, and as part of a wide team. It’s important that you can work on your own initiative and be proactive in your day-to-day role, as well as being someone who enjoys getting involved with the work as much as manging it.
Your Strengths
- Min 4 years working within an IFA practice.
- University degree.
- Impeccable written and spoken English.
- Strong communication skills, client-facing and inter-company.
- High level of numeracy.
- Technologically competent, using new software and back-office systems.
- Advanced Microsoft Office skills (including analysis and presentations) – Excel, Word, Powerpoint, Co-Pilot
- Experienced in mail-merge/bulk-emailings and Docusign and preferably, bulk client acquisitions and on-boarding.
- Comfortable in a highly productive, dynamic working environment.
- Ability to adapt and thrive under pressure while remaining focused and calm.
- Happy to muck-in as much as manage your team.
- Maintain good relationships with providers.
Your Experience
- Ideally 4 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- Experience of managing others would also be preferable but not essential.
Responsibilities:
Operations and Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing Clients.
- Review & Optimise all Company Processes.
- Compliance – liaise between our Network and the Company to ensure policies and procedures remain compliant.
- Assist MD in annual audit of Company methodology documentation.
- Review Firm Revenue to ensure Company on track to meet annual targets.
- Assisting MD with monthly Adviser Performance Reviews.
- Manage Administration and Paraplanning Team.
- Improving the current broader client communication and engagement processes.
- Manage Client Servicing & Communication.
- People management – ability to draw together, manage and work alongside differing personalities and departments to get the best out of everyone.
HR
- Responsibility for Staff Reviews, Disciplinaries, Training and CPD.
- Managing Staff Leave and Sickness.
- Main liaison between HR support agency and the Company.
- Review and upkeep of Company HR policies and procedures.
Package:
- Full Time role
- £50,000 – £65,000 basic salary, depending on qualifications and experience
- Discretionary Bonus scheme
- 4x basic salary death in service
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
Technical Administrator/ Junior Paraplanner
Job Type: Sales Support
Location: Guildford
Technical Administrator/ Junior Paraplanner
Based outskirts of Guildford – Hybrid working up to 4 days from home and flexible working hours
Salary: depending upon experience and qualifications
Diploma qualified or working towards would be desirable
- Are you currently an IFA Administrator, looking for that step into paraplanning?
- Or perhaps you are a Paraplanner currently, who is looking for a more technical role to help continue development?
- Do you want to work in an environment that appreciates a life/work balance?
If so, this opportunity could be the perfect match for you.
About the company and what they can offer
- They are a fully independent IFA based in a stunning barn conversion on the outskirts of Guildford. They work in a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
- There is full flexibility on working a hybrid model – they just ask that employees come in on a Wednesday as this is the Paraplanner and Admin day together. They also have a company meeting on a Monday once a month too.
- For anyone keen to be in the office, although the option for 4 days from home is there, many choose to be in more, so the option for more time in the office is available if preferred
- They also offer flexible working with start times between 8am-10am
- Full admin support is also provided, to leave the paraplanners to focus on the technical support aspects
- Exam support and study support and the opportunity to progress into advising if this is of interest are all on offer as well
- 23 x days holiday + Bank Hols and discretionary bonuses
About the role:
Anyone with experience or exposure of paraplanning such as Bond Surrenders, High
risk products EIS/VCT/Structured Products would be highly desirable. Equally the
training and development here is fantastic, and you will be working closely with very
technical paraplanners, so the chance to learn and develop technical aspects is
there. They will also happily train and develop any senior administrator, who has
worked closely with paraplanners and has some exposure and understanding and is
looking for that step into a more technical role.
So, if the time is right to move roles into a family orientated Practice, then please apply and
we can run through the role and company in more detail.